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Filing Tax Returns Using Bank Products - EPS
January 5, 2021 @ 5:00 pm - 6:00 pm EST
This Webinar will cover best practices for tax preparers offering bank product refund options to their clients through EPS. We will discuss traditional bank products, Refund Advances both Preseason and In-Season, pricing, compliance issues, necessary authorization documents, and how to keep your office in compliance this tax season! We will also walk through completing a bank application for a mock tax client.